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JVMTX vs TOTFX
JVMTX vs TOTFX Comparison
Open Charts JVMTX vs TOTFX
JHancock Disciplined Value Mid Cap R4
Price$30.09
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets24.35B
Transamerica Mid Cap Value Opps R4
Price$11.67
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets979.49M
JVMTX vs TOTFX Comparison Chart in %
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JVMTX vs. TOTFX commentary
Sep 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMTX is a Buy and TOTFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. TOTFX (979M). TOTFX pays higher dividends than JVMTX: TOTFX (1.23) vs JVMTX (0.62). JVMTX was incepted earlier than TOTFX: JVMTX (12 years) vs TOTFX (8 years). JVMTX (1.10) is less costly to investors than TOTFX (0.99). JVMTX (49.00) and TOTFX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than TOTFX: JVMTX (0) vs TOTFX (5000). JVMTX annual gain was more profitable for investors over the last year : 1.12 vs. TOTFX (-0.61). JVMTX return over 5 years is better than : 53.53 vs. TOTFX (16.45).
| JVMTX | TOTFX | JVMTX / TOTFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.10 | 0.99 | 111% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 12.077 | 8.643 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 979M | 2,482% |
| Annual Yield % from dividends | 0.62 | 1.23 | 51% |
| Returns for 1 year | 1.12 | -0.61 | -183% |
| Returns for 3 years | 25.30 | 6.70 | 377% |
| Returns for 5 years | 53.53 | 16.45 | 325% |
| Returns for 10 years | 58.64 | N/A | - |
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